Investment Planning Counsel

Verified Job Source

Mississauga, Ontario

501–1,000 people

About

Investment Planning Counsel (IPC) is one of Canada's leading independent wealth managers. We are a diverse group of people all driven towards one goal: helping our advisors build a better business. We support over 700 advisors who manage more than $30 billion in investments for over 200,000 Canadians. Our advisors help investors live their dreams through sound financial planning and comprehensive wealth management advice. We have strong family ties to some of Canada’s strongest and most prominent financial firms - Canada Life and Power Financial Corporation.

Open positions

Administrative Assistant

On-site

Job Title: Administrative Assistant for Financial Planning Firm Location: Ancaster, Ontario (128 Wilson St W – Bick Advisors) Our established financial planning firm is seeking an administrative assistant to support our team in providing exceptional service to our clients. The successful candidate will be responsible for managing administrative tasks and providing excellent customer service to our clients. Responsibilities: Answering phone calls and responding to client inquiries in a timely manner Scheduling appointments and managing calendars for the financial planners Managing client fi…